| EverSource Wealth Advisors, LLC | 188 | $31.6K | 0.00% | −33−14.9% | Reduced |
| Skopos Labs, Inc. | 187 | $31.5K | 0.00% | +75+67.0% | Added |
| Smartleaf Asset Management LLC | 170 | $28.6K | 0.00% | −88−34.1% | Reduced |
| SRS Capital Advisors, Inc. | 163 | $27.4K | 0.00% | +53+48.2% | Added |
| Northwestern Mutual Wealth Management Co | 152 | $25.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $21.0K | 0.00% | +6+5.0% | Added |
| Optiver Holding B.V. | 124 | $20.9K | 0.00% | +6+5.1% | Added |
| Nomura Asset Management Co Ltd | 120 | $20.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 116 | $19.5K | 0.01% | +27+30.3% | Added |
| Harvest Fund Management Co., Ltd | 115 | $19.0K | 0.00% | −3,814−97.1% | Reduced |
| GWM Advisors LLC | 112 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $16.0K | 0.00% | −2,240−95.8% | Reduced |
| Parkside Financial Bank & Trust | 93 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $15.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 87 | $14.6K | 0.00% | −219−71.6% | Reduced |
| Covestor Ltd | 81 | $14.0K | 0.01% | −1−1.2% | Reduced |
| Central Trust Co | 79 | $13.3K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 75 | $12.6K | 0.01% | +75 | New |
| Smithfield Trust Co | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 65 | $11.0K | 0.00% | +59+983.3% | Added |
| Holos Integrated Wealth LLC | 68 | $9.84K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 55 | $9.25K | 0.00% | −182−76.8% | Reduced |
| Investors Research Corp | 50 | $8.41K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 50 | $8.41K | 0.00% | +50 | New |
| Clean Yield Group | 49 | $8.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $7.40K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $6.85K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 40 | $6.73K | 0.00% | +3+8.1% | Added |
| First Horizon Advisors, Inc. | 39 | $6.56K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 37 | $6.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $6.06K | 0.00% | +3+9.1% | Added |
| Hemington Wealth Management | 38 | $6.00K | 0.00% | −6−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 35 | $5.89K | 0.00% | −19−35.2% | Reduced |
| Nisa Investment Advisors, LLC | 34 | $5.72K | 0.00% | +4+13.3% | Added |
| Larson Financial Group LLC | 33 | $5.55K | 0.00% | +11+50.0% | Added |
| Inlight Wealth Management, LLC | 30 | $5.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $4.88K | 0.00% | +12+70.6% | Added |
| Essential Partners LLC | 29 | $4.88K | 0.00% | +29 | New |
| Hallmark Capital Management Inc | 26 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $3.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.37K | 0.00% | −3−13.0% | Reduced |
| WealthCollab, LLC | 20 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 20 | $3.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $2.86K | 0.00% | +17 | New |
| Kestra Investment Management, LLC | 16 | $2.68K | 0.00% | +9+128.6% | Added |
| Private Wealth Management Group, LLC | 15 | $2.52K | 0.00% | −9−37.5% | Reduced |
| J.Safra Asset Management Corp | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $2.35K | 0.00% | +14 | New |
| Capital A Wealth Management, LLC | 20 | $2.34K | 0.03% | +20 | New |
| Adirondack Trust Co | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $1.85K | 0.00% | +11 | New |
| Harbour Investments, Inc. | 9 | $1.51K | 0.00% | −10−52.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $841 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $841 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4 | $673 | 0.00% | −54−93.1% | Reduced |
| Prestige Wealth Management Group LLC | 4 | $673 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $673 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $673 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $579 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $505 | 0.00% | −77−96.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $505 | 0.00% | −2−40.0% | Reduced |
| Bare Financial Services, Inc | 3 | $505 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $337 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $336 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $336 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $336 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $336 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $300 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $170 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $168 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $168 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −299,023−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,792−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −49,327−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −30,485−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −26,062−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −22,952−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,388−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −11,912−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,675−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,530−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,245−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |